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Only Fee-OnlyAuthor: Broc Buckles and Peter Ciravolo
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches. Language: en-us Genres: Business, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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#150 - Referrals, Not Hype: Scaling a Boutique RIA the Right Way with Dann Ryan
Thursday, 26 February, 2026
Two weeks before the shutdown, Dan Ryan left a big firm to launch Sinceris Advisory with a simple plan: stay virtual, serve clients deeply, and let great work drive growth. Then COVID hit. Meetings vanished, Zoom became standard, and he had to adapt fast.Today, the firm manages $226M for 150 families. Dan shares the real story—cancelled deals, “tire kickers,” 80-hour onboarding weeks, and learning that referrals are the only growth channel that truly compounds.We also talk about operations and hiring (most advisors wait too long), bringing on partner David Wilson in May 2020, and their decision to avoid client handoffs—protecting service quality even if it limits scale.Dan works across tech equity comp and physician practices, which keeps the work engaging and prevents burnout. His advice to founders: it doesn’t get easier, but autonomy is worth it. Lead with compassion, set boundaries, and price sustainably.Website: https://sincerusadv.com/Music in this episode was obtained from Bensound.
